O'Brien Associates Employee Directory

Financial ServicesMassachusetts, United States0-1 Employees

O’Brien Associates is an independent, fee-only financial planning practice located at 47 Shore Road, North Brookfield, Massachusetts 01535, United States, serving individuals and small businesses. It is a Registered Investment Advisor in the Commonwealth of Massachusetts and operates independently, offering objective advice not tied to any broker-dealer, mutual fund company, or insurance company; the firm sells no products and receives no commissions. The firm maintains fiduciary duties, placing clients’ interests first, and provides initial consultations free of charge, focusing on listening to clients’ needs and goals to tailor services. The client base includes individuals and couples of all ages, with a stated emphasis on working with women to address financial issues and build confidence in managing finances. The company has 0-1 employees and reports revenue in the range of $1M to $10M.

Find O'Brien Associates employees' phone numbers or email addresses

O'Brien Associates Global Highlights

Location
Employees

North America
21

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  • United States Of America
    21

Europe
1

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  • Ireland
    1

O'Brien Associates's Leadership

  • Stylized image of a person
    A. O.
    President
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  • Stylized image of a person
    N. O.
    President
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  • Stylized image of a person
    A. B. O.
    Founder & Certified Financial Planner
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    A. O.
    Founder & Certified Financial Planner
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    L. O.
    Owner
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  • Stylized image of a person
    B. S.
    Loss Prevention Security Guard
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  • Stylized image of a person
    E. L.
    Realtor
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  • Stylized image of a person
    S. S.
    Loss Prevention Specialist
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O'Brien Associates Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Consultant

Contact profiles from O'Brien Associates

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. R.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    J. N.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    M. S.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    R. O.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    S. W.
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is O'Brien Associates known for?

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O'Brien Associates operates in the Financial Services industry. The company's main headquarters is located in 47 Shore Road North Brookfield, Massachusetts 01535 United States. Explore O'Brien Associates's company overview page for more information.

What is O'Brien Associates's most common email format?

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O'Brien Associates employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more O'Brien Associates email formats with LeadIQ.

How many employees does O'Brien Associates have currently?

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O'Brien Associates has approximately 1 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are O'Brien Associates's key employees and leadership?

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As of December 2025, O'Brien Associates's key employees include:

  • President: A. O.
  • President: N. O.
  • Founder & Certified Financial Planner: A. B. O.
  • Founder & Certified Financial Planner: A. O.
  • Owner: L. O.

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